We are live on ! Find out more
SOFI icon

SoFi Technologies
SOFI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWF
501
Alpha Wealth Funds
Utah
$378K +$188K +11,100 +111%
LCA
502
Legend Capital Advisors
New York
$378K -$73.4K -4,335 -17%
CAM
503
Cozad Asset Management
Illinois
$378K – – –
OAC
504
OMERS Administration Corp
Ontario, Canada
$377K +$131K +7,748 +58%
TWP
505
Triad Wealth Partners
Kansas
$374K +$351K +20,736 New
NEWAS
506
N.E.W. Advisory Services
Wisconsin
$374K +$1.34K +79 +0.4%
CLA
507
Carnegie Lake Advisors
New Jersey
$368K – – –
BTWM
508
Baker Tilly Wealth Management
Wisconsin
$364K +$344K +20,327 New
PS
509
Principal Securities
Iowa
$364K +$26.9K +1,589 +8%
SFG
510
Southern Financial Group
Alabama
$362K +$14.7K +870 +4%
UWM
511
USAdvisors Wealth Management
Minnesota
$361K +$24K +1,415 +8%
SC
512
Shay Capital
New York
$360K +$341K +20,100 New
IA
513
Integrity Alliance
Iowa
$358K -$3.47K -205 -1%
PP
514
Prudential plc
United Kingdom
$356K – – –
MAG
515
Mayfair Advisory Group
Alabama
$355K +$12.2K +720 +3%
CW
516
CreativeOne Wealth
Kansas
$355K -$142K -8,393 -30%
MFGM
517
Marshall Financial Group (Maryland)
Maryland
$355K +$6.12K +361 +2%
MFAM
518
Motley Fool Asset Management
Virginia
$353K -$75.9K -4,478 -19%
CFG
519
Citizens Financial Group
Rhode Island
$351K +$332K +19,567 New
TWM
520
Thrive Wealth Management
Pennsylvania
$347K -$33.3K -1,963 -9%
CCM
521
Coldstream Capital Management
Washington
$346K -$91.1K -5,375 -22%
CA
522
Calton & Associates
Florida
$346K +$12.7K +748 +4%
JCM
523
Jacobi Capital Management
Pennsylvania
$342K -$33.9K -2,000 -9%
SFI
524
Siemens Fonds Invest
Germany
$338K +$9.37K +553 +3%
CIA
525
Capital Investment Advisors
Georgia
$337K +$70.8K +4,177 +29%
19 20
21
22 23